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Feb 8, 2013
02/13
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this year people have adjusted to the new normal and the european economy seems to be stabilizing. kn when carnival reported, they didn't have any visibility into the coming wave season and we were still worried about an economy killing fiscal cliff dive. when royal caribbean reported, they gave us very upbeat incremental data telling us booking volumes have been running ahead of where they were last year. we call it sandbagging, making it so that the bar is so low they can make big money. i think carnival deserves to trade at a premium. here's the bottom line. the norwegian cruise ipo told us that the cruise ships are on fire back in january, the market's loving them but it was royal caribbean's earnings that let us know business is in great ship. that means you sail away, come sail away with the best of breed, which is carnival cruise. ted in arizona. ted. >> caller: jim, a warm and sunny booyah from arizona. >> a rub it in booyah, why don't you. . >> caller: i'm calling to ask about lcc, u.s. air way. i've been watching them improve operations all year and i think they're firing
this year people have adjusted to the new normal and the european economy seems to be stabilizing. kn when carnival reported, they didn't have any visibility into the coming wave season and we were still worried about an economy killing fiscal cliff dive. when royal caribbean reported, they gave us very upbeat incremental data telling us booking volumes have been running ahead of where they were last year. we call it sandbagging, making it so that the bar is so low they can make big money. i...
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Apr 22, 2013
04/13
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plus, we need the chinese economy. for example, for most of 2011, banks were perceived as tremendous gifts for the troubled euro and the acute tremendousments. -- acoutrements. we got our heads handed to us. similarly, when tech is often to be considered heavily dependent upon europe. hey, as much as 25% of the earnings for tech has been deadly. we know this because the business doesn't dodge, that's how you learn about it, people, the analysts won't let them get away with it. all you have to do is listen to q & a, you will hear one out of every two or three questions about europe. asia, one out of every two questions. that's too hard a steeple-chase to go through. you want preventative earnings medicine, go through the company, if a fleurality of the questions are about europe, you know you will be in for a bruising next time. that's what the analysts are forcing the companies to talk about. as correlated with europe as many bank and tech stocks are, it's china that contain so many cyclical earnings of the company. jo
plus, we need the chinese economy. for example, for most of 2011, banks were perceived as tremendous gifts for the troubled euro and the acute tremendousments. -- acoutrements. we got our heads handed to us. similarly, when tech is often to be considered heavily dependent upon europe. hey, as much as 25% of the earnings for tech has been deadly. we know this because the business doesn't dodge, that's how you learn about it, people, the analysts won't let them get away with it. all you have to...
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Oct 26, 2013
10/13
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good news, we got another lined up, the old economy and the new. i'm focused on these three, you know what? the trade of value is here and this one, if oil comes down ahead of it, stay with cramer. >> coming up, protective coating? ppg is flirting with all time highs after painting a beautiful picture for investors. can it continue to deliver green or is it due for a shellacking? cramer is getting color from its ceo and later, power play, from inside the the walls to flying high in the skies eaton is the name of it all. can it capitalize across the u.s.? cramer has the latest. plus, shale's away, the energy renaissance continues to heat up our economy and the sweet spot, lighting petroleum calls it find transform again. don't miss cramer's exclusive all coming up on ""mad money."" . . >> as i've told you over and over, the big thing is executionment well run companies are run much better than the less well run competitors. the thing with ppg, they make proprietary coatings for cars, buildings, coats, you name it. yesterday we learned they are spinn
good news, we got another lined up, the old economy and the new. i'm focused on these three, you know what? the trade of value is here and this one, if oil comes down ahead of it, stay with cramer. >> coming up, protective coating? ppg is flirting with all time highs after painting a beautiful picture for investors. can it continue to deliver green or is it due for a shellacking? cramer is getting color from its ceo and later, power play, from inside the the walls to flying high in the...
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May 31, 2013
05/13
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economy. it started with retail sales. the u.s. is always the driver t. stock of the robin's egg blue box company vaulted from 68 to 78 on a blog reported tuesday since we started this index. those sales were definitely not hurt by the payroll taxes or the gigantic tooik hike for high earners. as strong as it has been, can you believe that coach topped it rallying more than 78% t. company pulled out of its tailspin probably because of its moderate to expensive foot we're. i have always thought of panera bread as a bargain. that may be because i have a bit of the great gats in me. now that they have that egg mcmuffins, people will spend more, buy a drink. get the chicken added to the salad. i'll have a little more dessert. the picture size at panera has grown which allowed the stock to grow from 165 to 193. okay. not everything is roses in this index. not all the companies have benefitted from the conspicuous core larry that ben bernanke's us a territory. maybe houses made by toll brothers or f
economy. it started with retail sales. the u.s. is always the driver t. stock of the robin's egg blue box company vaulted from 68 to 78 on a blog reported tuesday since we started this index. those sales were definitely not hurt by the payroll taxes or the gigantic tooik hike for high earners. as strong as it has been, can you believe that coach topped it rallying more than 78% t. company pulled out of its tailspin probably because of its moderate to expensive foot we're. i have always thought...
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Feb 7, 2013
02/13
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and those stocks from their domestic economy. as well as domestic health care companies that would support that. i would wait back to the other companies until they cool off. i'm not advocating we have to keep one eye on europe again. all right. i am saying that we've got to keep both eyes on the world. and we were able to avert our eyes from europe for some time. while, look, we can still be opportunistic about domestic stocks. you simply can't be as aggressive now as you might have been in january about the internals. given the run we have had, and the on going weakness that plagues the continent. but to get bearish because of europe, no. still not going there. there's still plenty to like on weakness. and yet, yet, again, i am a buyer on dips. including all that are inspired by european worries as we saw unfortunately again today. sandy in ohio, sandy? >> caller: yes. three granddaughter boo-yah to you today. i have a question on vodafone. because of their continued weakness in revenue primarily due to europe but their increas
and those stocks from their domestic economy. as well as domestic health care companies that would support that. i would wait back to the other companies until they cool off. i'm not advocating we have to keep one eye on europe again. all right. i am saying that we've got to keep both eyes on the world. and we were able to avert our eyes from europe for some time. while, look, we can still be opportunistic about domestic stocks. you simply can't be as aggressive now as you might have been in...
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May 13, 2013
05/13
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economy. i know that this journal article is selling today. i urge you to think about what you are going to sell. is it likely to get hurt by this? are they going to 3.5% because of the bond change and stock plummeting? general mills plummets until it yeelsd 8%, i wouldn't bet money on i. many already are. the consensus is rarely, if ever, totally right. stay with cramer. . . sity, we're offering $4 million dollars in tech scholarships for qualified new students. learn more at devry.edu. since aflac is helping with his expenses while he can't work, he can focus on his recovery. he doesn't have to worry so much about his mortgage, groceries, or even gas bills. kick! kick... feel it! feel it! feel it! nice work! ♪ you got it! you got it! yes! aflac's gonna help take care of his expenses. and us...we're gonna get him back in fighting shape. ♪ [ male announcer ] see what's happening behind the scenes at ducktherapy.com. a talking car. but i'll tell you what impresses me. a talking train. this ge locomotive can tell you exactly where it is, wha
economy. i know that this journal article is selling today. i urge you to think about what you are going to sell. is it likely to get hurt by this? are they going to 3.5% because of the bond change and stock plummeting? general mills plummets until it yeelsd 8%, i wouldn't bet money on i. many already are. the consensus is rarely, if ever, totally right. stay with cramer. . . sity, we're offering $4 million dollars in tech scholarships for qualified new students. learn more at devry.edu. since...
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May 14, 2013
05/13
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economy. i know that this journal article spurred some selling today. i urge you to think about what you are going to sell. is it really likely to get hurt by this? are they going to 3.5% because the bond change and stock plummeting? general mills stock plummets until it yields 4%. i wouldn't bet money on it. many already are. the consensus is rarely, if ever, totally right. stay with cramer. and do you know your... blood type? a or b positive?? have you eaten today? i had some lebanese food for lunch. i love the lebanese. i... i'm not sure. enough of the formalities... lets get started shall we? jimmy how happy are folks who save hundreds of dollars switching to geico? happier than dracula volunteering at a blood drive. we have cookies... get happy. get geico. fifteen minutes could save you fifteen percent or more. the act of soaring across an ocean in a three-hundred-ton rocket doesn't raise as much as an eyebrow for these veterans of the sky. however, seeing this little beauty over international waters is enough to bring a traveler to tears. we're pu
economy. i know that this journal article spurred some selling today. i urge you to think about what you are going to sell. is it really likely to get hurt by this? are they going to 3.5% because the bond change and stock plummeting? general mills stock plummets until it yields 4%. i wouldn't bet money on it. many already are. the consensus is rarely, if ever, totally right. stay with cramer. and do you know your... blood type? a or b positive?? have you eaten today? i had some lebanese food...
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Oct 26, 2013
10/13
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tuesday is new economy day. yelp, do you yelp and linkdin. it representing two of the most exciting new stories that have been public in years. they need to raise the revenue forecast and might as well give the whole thing. it doesn't cost anything to listen to me. i want a three for one stock split, okay? so many opportunities for growth, i want them to raise money. this is a first, right? i want them to raise money to allow them to become the first worldwide mobile yellow pages. they are built on world domination not unlike pinky the brain and amazon. both meeting yelp and linkedin. you also want to pay close attention when it reports tuesday after the close. i'm concerned here. we saw numbers this week and the stock keeps coming down. we're going to see approvals for the drug. i think it will be ignoring the good news and going down. always remember i like companies who embrace the holy trinity of the social, mobile, and the cloud. that's definition of facebook. on reports wednesday, we want to hear how it will continue to monetize mobile
tuesday is new economy day. yelp, do you yelp and linkdin. it representing two of the most exciting new stories that have been public in years. they need to raise the revenue forecast and might as well give the whole thing. it doesn't cost anything to listen to me. i want a three for one stock split, okay? so many opportunities for growth, i want them to raise money. this is a first, right? i want them to raise money to allow them to become the first worldwide mobile yellow pages. they are...
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Mar 6, 2013
03/13
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the economy is getting stronger. that means more travel and you put more teams to work and people do not skimp. the best way to play it is with usair. why does this one stand out? simple because of the much anticipated merger with amr. just yesterday, doug parker told a conference that he expects no issues to come up in the justice department review. the combined company will be the largest airline in the world. hence why i want you to buy the stock now. you can see the power of this deal when you look at the airports. the combined company will control 50% of the combined traffic of phoenix, dfw, charlotte, philadelphia and miami. meanwhile they have a 38% share at chicago's o'hare airport. they will be the number one player in the east coast and the number three on the west coast. wow. we are hearing that the deal should create more than $1 billion in cost savings and new revenue by 2015. now at the moment, shares are trading sideways and the stock will stay that way. but once they get approval from justice, the dea
the economy is getting stronger. that means more travel and you put more teams to work and people do not skimp. the best way to play it is with usair. why does this one stand out? simple because of the much anticipated merger with amr. just yesterday, doug parker told a conference that he expects no issues to come up in the justice department review. the combined company will be the largest airline in the world. hence why i want you to buy the stock now. you can see the power of this deal when...
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Jan 11, 2013
01/13
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if you want to read on the global economy, go to jpmorgan's conference call. a read on the state of the borrower, state of the consumer, the conference calls are actually entertaining from jpmorganful i think jamie dimon will be excited to show the world how it has put the whale behind them. don't buy these, it's too hard, pe especially after wells fargo dropped. ebay, wednesday after the close. longest time i have stood behind ebay. after a huge runup, you know what? it kept going higher, this stock got hammered last time it reported. market failed to recognize the inherent value of paypal. and you buy the same thing if it happens again. kinder morgan energy partners, kmw. the mass limited partnership finished 2012 terribly. in part because people worried the tax breaks would be erased by the burgeoning fiscal cliff. buyers remain under a cloud. declining oil prices and the debt ceiling negotiations and new revenue raised by taxing them. you know what? that's the same old, same old. i don't care. like kinder morgan. looking for an entry point. yield above 6%,
if you want to read on the global economy, go to jpmorgan's conference call. a read on the state of the borrower, state of the consumer, the conference calls are actually entertaining from jpmorganful i think jamie dimon will be excited to show the world how it has put the whale behind them. don't buy these, it's too hard, pe especially after wells fargo dropped. ebay, wednesday after the close. longest time i have stood behind ebay. after a huge runup, you know what? it kept going higher, this...
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Oct 24, 2013
10/13
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for tickets, go to madmoney.cnbc.com. ♪ ♪ ♪ ♪ [ male announcer ] more room in economy plus. more comfort, more of what you need. ♪ that's... built around you friendly. ♪ diarrhea, gas, bloating? built aroconstipation,dly. yes! one phillips' colon health probiotic cap each day helps defend against these digestive issues... with three strains of good bacteria. [ phillips' lady ] live the regular life. phillips'. >>> it is time -- it is time for the lightning round on cramer's "mad money,." rapid fire calls. >> buy, buy, buy. sell, sell, sell. >> play until we hear this sound and then the lightning round is over. are you ready, ski daddy? it's time for the lightning round on cramer's "mad money." let's start with ed in new jersey. ed! >> you're doing a great job and i've even subscribed and i've got all your stuff going on. >> you're great to be a subscriber. appreciate it. >> my question for you, i have three stocks with the same question. >> agco, rite aid and rvs, all of them with great profit in them. >> okay. those are all stocks, sir, that are very, very speculative.
for tickets, go to madmoney.cnbc.com. ♪ ♪ ♪ ♪ [ male announcer ] more room in economy plus. more comfort, more of what you need. ♪ that's... built around you friendly. ♪ diarrhea, gas, bloating? built aroconstipation,dly. yes! one phillips' colon health probiotic cap each day helps defend against these digestive issues... with three strains of good bacteria. [ phillips' lady ] live the regular life. phillips'. >>> it is time -- it is time for the lightning round on cramer's...
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Oct 1, 2013
10/13
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eastern. . ♪ ♪ [ male announcer ] more room in economy plus. more comfort, more of what you need. ♪ that's... built around you friendly. ♪ that's... built around you friendly. over 20 million drivers are insured with geico. so get a free rate quote today. i love it! how much do you love it? animation is hot...and i think it makes geico's 20 million drivers message very compelling, very compelling. this is some really strong stuff! so you turned me into a cartoon...lovely. geico. fifteen minutes could save you fifteen percent or more on car insurance. >> we got a clips of our scoreboard, you may have noticed "mad money" is about to flip over to a pretty big milestone. tomorrow makes 2,000th episode of "mad money". to celebrate, i'll be doing the show in front of the new york stock exchange. i have been bringing you to wall street for years. tomorrow, we are doing it for real, come down, see how we have been putting out these shows for year. head to "mad money" tobacco.com for how to join us. now it is time for the lightning round. i say buy,
eastern. . ♪ ♪ [ male announcer ] more room in economy plus. more comfort, more of what you need. ♪ that's... built around you friendly. ♪ that's... built around you friendly. over 20 million drivers are insured with geico. so get a free rate quote today. i love it! how much do you love it? animation is hot...and i think it makes geico's 20 million drivers message very compelling, very compelling. this is some really strong stuff! so you turned me into a cartoon...lovely. geico. fifteen...
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Sep 19, 2013
09/13
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it is the economy. it is true that overseas is strong and getting stronger. companies that deal with international markets like the big industrials that we hear more about, they aren't getting their tailwind from the united states. they're getting it from china, brazil, russia, mexico, and canada. they're coming back. remember it's always about earnings on "mad money." i think about home depot. the company does very well when the domestic, not international but domestic economy is humming. home depot has been soaring ever since the bottom of the great recession but it ran into a brick wall when it reported a month ago. the stock dropped almost 10% because smart investors were able to see this was the last good quarter for home depot given the sudden p and sickening decline in rates. you need to know what the fed had to do to take action like that. the fed needed to reverse the core of that stuff. it tees barometer of the course of spending. the fact that he was able to get them ba from 78 to 72 is a sign that he got a chance to get the sector going. i'm being
it is the economy. it is true that overseas is strong and getting stronger. companies that deal with international markets like the big industrials that we hear more about, they aren't getting their tailwind from the united states. they're getting it from china, brazil, russia, mexico, and canada. they're coming back. remember it's always about earnings on "mad money." i think about home depot. the company does very well when the domestic, not international but domestic economy is...
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Sep 25, 2013
09/13
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or are there some other factors involved that relate to the macro economy? i think that as things stand right now, lower interest rates are bringing customers and traffic back to the field. we'll see how this plays out over the short term. but, again, our focus is not so much on what's happening with short-term fluctuations. over the long-term, we think that we're in for a steady rebound in housing, over years. and that's going to define where we go. >> one last question, gross margins. can they stay as high as they are, given the labor cost that you mention on the conference call? >> yes, we've noted that we think that gross margins in the industry, and particularly in our company, can exceed prior highs. even at the peak. and we think in part it derives from pricing power in the product, due to the shortage of inventory, and what we've seen to date and are likely to see as we go forward is that pricing power and revenue increases have outstripped the increases in cost. we noted this morning that our cost year over year were up about 8.4%. but you saw that
or are there some other factors involved that relate to the macro economy? i think that as things stand right now, lower interest rates are bringing customers and traffic back to the field. we'll see how this plays out over the short term. but, again, our focus is not so much on what's happening with short-term fluctuations. over the long-term, we think that we're in for a steady rebound in housing, over years. and that's going to define where we go. >> one last question, gross margins....
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Oct 23, 2013
10/13
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the brink of busting out of levels we haven't seen in ages are at a pace that we only see when the economy is going into a real slowdown, if not a recession. let me say immediately, i don't think we're going intoa i recession. we have seen no earnings reports that indicate we're going into a recession. other than the day -- >> sell, sell, sell. >> katrina, no company of any standing has complained with any real weakness of the economy. we keep getting surprised by the strength. when it it comes to taking cues you have to understand that gentlemen prefer bonds. they turn heads and heads are being spun by the incredible rally in the bond prices and you can monitor those by how well the tlt is doing because the advance in bond prices with the decline in yields is saying that demand for money has indeed dropped off a cliff. you simply don't get these gigantic kinds of moves in interest rates with the ten-year treasury is now under 2.5% when it was about to break out above 3% unsless something's gone awry and not just here, but there and everywhere. let's go over what's hitting it with the thre
the brink of busting out of levels we haven't seen in ages are at a pace that we only see when the economy is going into a real slowdown, if not a recession. let me say immediately, i don't think we're going intoa i recession. we have seen no earnings reports that indicate we're going into a recession. other than the day -- >> sell, sell, sell. >> katrina, no company of any standing has complained with any real weakness of the economy. we keep getting surprised by the strength. when...
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May 8, 2013
05/13
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we welcome the housing economy. the booster is our economy. here's the bottom line, it's the keefe executi chief executive officers themselves. bob iger ge at disney, mark papa at eog scores of other ceos have been at the very genesis of the bull. they simply aren't getting enough credit for their amazing, if not brilliant execution on behalf of you, the shareholder. clayton in south carolina, clayton. >> caller: boo-yah, jim, all of us down here in south carolina love you. thank you so much for everything you do for us investors. you mean so much to so many people, it's unbelievable. thank you so much. >> i love the palmetto statement. you have the best part. make that clear. >> caller: that is true. you got to check out bucky's barbeque in greenville. i will get to the potent. i want to talk about the odds. it has had a nice one-year run. it's had an even more decent recent run. >> mm-hmm. >> caller: so now with the change of the ceo, what does it mean for bellagio on the short run and the long run and do you think i should abandon my convic
we welcome the housing economy. the booster is our economy. here's the bottom line, it's the keefe executi chief executive officers themselves. bob iger ge at disney, mark papa at eog scores of other ceos have been at the very genesis of the bull. they simply aren't getting enough credit for their amazing, if not brilliant execution on behalf of you, the shareholder. clayton in south carolina, clayton. >> caller: boo-yah, jim, all of us down here in south carolina love you. thank you so...
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Mar 28, 2013
03/13
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economy provide a bonus? or is it time to cash in and head elsewhere? don't miss cramer's earnings exclusive with its ceo. >>> and later -- eye on biotech. cramer's continuing his efforts to keep your portfolio healthy by examining the best in biotech. next up -- one of the top-performing stocks for a better part of a decade. but can its pipeline of drugs keep it in top shape for years to come? all coming up on "mad money." don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets, send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. (announcer) at scottrade, our clients trade and invest exactly how they want. with scottrade's online banking, i get one view of my bank and brokerage accounts with one login... to easily move my money when i need to. plus, when i call my local scottrade office, i can talk to someone who knows how i trade. because i don't trade like everybody. i trade like me. i'm with scottrade. (announcer) scottrade. awarde
economy provide a bonus? or is it time to cash in and head elsewhere? don't miss cramer's earnings exclusive with its ceo. >>> and later -- eye on biotech. cramer's continuing his efforts to keep your portfolio healthy by examining the best in biotech. next up -- one of the top-performing stocks for a better part of a decade. but can its pipeline of drugs keep it in top shape for years to come? all coming up on "mad money." don't miss a second of "mad money." follow...
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Sep 30, 2013
09/13
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the economy was rolling over, see through building, see through building, see through building. sure we can have numbers like last time's china's pmi. that means the market responsible for 25% of chinese exports coming back. that's a much better backdrop. hence why many of the cyclical stocks actually did well today. they would have been crushed by the last two washington round houses because of worries the capitol would drag us down to the level of our troubled trading partners. so here is the bottom line. while i think the market is being complacent in the face of washington transgenerals, you know i believe this. i can understand that people might be less willing to sell stocks considering the dearth of acceptable alternatives for cash, or they recognize that washington has hurt us but not killed us before. and maybe they recognize that things are better overseas. i say you're welcome to feel that optimistic. but please understand that the downside risk at least for this guy outweighs the upside risk for now, and a better entry point awaits. how about wesley in florida, pleas
the economy was rolling over, see through building, see through building, see through building. sure we can have numbers like last time's china's pmi. that means the market responsible for 25% of chinese exports coming back. that's a much better backdrop. hence why many of the cyclical stocks actually did well today. they would have been crushed by the last two washington round houses because of worries the capitol would drag us down to the level of our troubled trading partners. so here is the...
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Mar 5, 2013
03/13
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>> he helped save the economy from the second depression. the presumption is that bernanke is some sort of fool. as people realized that the government has to crowd out the private sector borrowing that will bankrupt all of us. i come at this from a different ang angle. i feel it is my responsibility to help you make the money. to bet that like five years ago i can get you stocks at the top. the stocks won't fall to 50% as they did. i don't want you to own bonds. i think shorting bonds is a good trade. but i keep on thinking that you would have missed a good rally and that you could have gotten those gains if you chose to ignore these long-term worries for the moment. they don't need to capture this move it means nothing to the really rich. you only need to get rich once. i think you try to get as much money as possible not to scare you out of your wits so you can go into the bond market. i'm not looking for the individuals to say they are sorry. i wish they would have whumilit because they listened to the rich people that hasn't happened ye
>> he helped save the economy from the second depression. the presumption is that bernanke is some sort of fool. as people realized that the government has to crowd out the private sector borrowing that will bankrupt all of us. i come at this from a different ang angle. i feel it is my responsibility to help you make the money. to bet that like five years ago i can get you stocks at the top. the stocks won't fall to 50% as they did. i don't want you to own bonds. i think shorting bonds is...
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Apr 9, 2013
04/13
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retail economy. of course, that's not the principle reason why it's been talked about so much. we have cared because ron johnson, fresh face from outside from apple, no less, came in to clean up the mess allegedly made by the former ceo, mike holman. at least that's what the party line was. hedge fund manager bill ackman who had taken over the company. the daring, some would say arrogance of ron johnson and his backer created a polarizing set of expectations that led to total failure and then collapsed and then the comeuppance, johnson getting fired yesterday to be replaced by his predecessor. that's all history. what matters right now is that there is a land grab of retail sales as i genuinely believe that jcpenney could go away. and johnson's buffoonery has opened the floodgates. how do we play? dismiss the notion that jcpenney is worth buying. not worth the risk, the retail is the hardest business in the world to attempt to turn around. the biggest winner so far is macy's and i think a huge chunk of what is left in jcpenney sales will still go the way of that chain. especial
retail economy. of course, that's not the principle reason why it's been talked about so much. we have cared because ron johnson, fresh face from outside from apple, no less, came in to clean up the mess allegedly made by the former ceo, mike holman. at least that's what the party line was. hedge fund manager bill ackman who had taken over the company. the daring, some would say arrogance of ron johnson and his backer created a polarizing set of expectations that led to total failure and then...
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90
Mar 29, 2013
03/13
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economy provide a bonus? or is it time to cash in and head elsewhere? don't miss cramer's earnings exclusive with its ceo. >>> and later -- eye on biotech. cramer's continuing his efforts to keep your portfolio healthy by examining the best in biotech. next up -- one of the top-performing stocks for the better part of a decade. but can its pipeline of drugs keep it in top shape for years to come? all coming up on "mad money." don't miss a second of "mad money." follow @jimcramer on twitter. have a question? tweet cramer, #madtweets, send jim an e-mail to madmoney@cnbc.com or give us a call at 1-800-743-cnbc. miss something? head to madmoney.cnbc.com. >>> our leaders in washington are paying lip service to the importan e of small business as they posture and generally do nothing constructive to reach a fiscal cliff deal. but if the politicians cared about small business, you know what they would do? stop talking and start listening to paychex, payx, the leading processing company for small businesses that reported earnings last night. and what did they s
economy provide a bonus? or is it time to cash in and head elsewhere? don't miss cramer's earnings exclusive with its ceo. >>> and later -- eye on biotech. cramer's continuing his efforts to keep your portfolio healthy by examining the best in biotech. next up -- one of the top-performing stocks for the better part of a decade. but can its pipeline of drugs keep it in top shape for years to come? all coming up on "mad money." don't miss a second of "mad money."...
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Feb 1, 2013
02/13
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things are beginning to click for the industrial economy, the housing market's coming back and responsible for a tremendous amount of january's advance, whether it be whirlpool, another 52-week high for the spin cycle, or sherwin williams. watching paint dry has never been better. or stock super bowl winner pulte homes. >> buy, buy, buy! >> and let's throw in tripoint, a red hot ipo of a home builder that went to an immediate premium. what else is glittering in this grimy industrial portion of the u.s. geography? how about industrial equipment. industrials gain strength as the month went on. i suspect they will continue to do so as europe stabilizes, america advances, and asia starts to roar. >> buy, buy, buy! >> just like the metaphorical baltimore. california, home of the niners, is coming back strong too. tech, particularly the semiconductors and everything related to the cloud and the internet are roaring here. it's almost as if the incredible slide in apple is fueling dozens of tech stocks to new highs. google's become the new tech leader, but who can ignore the run in none other than
things are beginning to click for the industrial economy, the housing market's coming back and responsible for a tremendous amount of january's advance, whether it be whirlpool, another 52-week high for the spin cycle, or sherwin williams. watching paint dry has never been better. or stock super bowl winner pulte homes. >> buy, buy, buy! >> and let's throw in tripoint, a red hot ipo of a home builder that went to an immediate premium. what else is glittering in this grimy industrial...
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Jan 12, 2013
01/13
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if you want to read on the global economy, go to jpmorgan's conference call. you want to read on the standard of both corporate and consumer, you listen to jp morgan. it's lively and straight forward. yes. the conference calls are actually entertain when they're from jpmorgan. i think jamie dimon will be thrilled to show how the company is performing and has put the whale behind him. that said, i don't want you to buy it or any of the banks ahead. it's too hard. especially after wells fargo dropped today. even though it reported a pretty darn good quarter. we get results from ebay. the longest time i have stood behind ebay, but my charitable trust recently sold it after a huge run-up. it kept going higher. this stock, though, did get hammered the last time it reported because the market failed to recognize the inherent value of pay pal. the on-line credit card company buried within ebay. be ready to buy if this this happens again. my trust might be there with you. next up, kinder morgan energy partners, kmp. the partnerships finished 2012 terribly, in part bec
if you want to read on the global economy, go to jpmorgan's conference call. you want to read on the standard of both corporate and consumer, you listen to jp morgan. it's lively and straight forward. yes. the conference calls are actually entertain when they're from jpmorgan. i think jamie dimon will be thrilled to show how the company is performing and has put the whale behind him. that said, i don't want you to buy it or any of the banks ahead. it's too hard. especially after wells fargo...
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Dec 6, 2013
12/13
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is that just because the economy really is booming down there? >> well, we're fortunate to be in texas for one thing, obviously. but it's more than that, it's real execution. and kind of a secret to our success, whatever success we've had, frankly, is finding the right people to execute for you. and we work hard at hiring teams from other competing organizations that can bring their business with them, and that's the organic growth we get. as you said, we haven't bought a financial institution ever. >> so this is one of the things also where you're a local bank for a state and not some out of towner? >> yes. that's exactly right, and i think that helps us too. we work hard at being local home fella to be able to do business with people that bank in texas, and we've expanded a little bit. you mentioned the mortgage warehouse business and a couple of other national businesses outside the state. but probably about 90% of our business is related to texas. >> let's talk about what is strong. we heard from one of the most -- biggest stocks today, a ret
is that just because the economy really is booming down there? >> well, we're fortunate to be in texas for one thing, obviously. but it's more than that, it's real execution. and kind of a secret to our success, whatever success we've had, frankly, is finding the right people to execute for you. and we work hard at hiring teams from other competing organizations that can bring their business with them, and that's the organic growth we get. as you said, we haven't bought a financial...
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Aug 14, 2013
08/13
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for the broad economy. >> see you back here tomorrow at 5:00 for more "fast money." meantime, "mad money" begins right now. >>> my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. i promise to help you find it. "mad money" starts now. hey, i'm cramer! welcome to "mad money." welcome to cramerica. my job is not just to entertain, but to teach and to educate. call me at 1-800-743-cnbc. we cannot -- we cannot afford to lose the consumer. we just can't. or else we'll have more days like today. where the averages got scalded. dow plunging 131 points. nasdaq declining. that's precisely what happened this session. the market said with this particular pummeling that the consumer is on the ropes. not enough good things happening away from the consumer. to keep the averages at that's admittedly lofty levels. how do we know this? simple. because of a slogan. a slogan many of us are familiar with. macy's has everything. and today for first time in four years macy's reported sales and earnings tha
for the broad economy. >> see you back here tomorrow at 5:00 for more "fast money." meantime, "mad money" begins right now. >>> my mission is simple. to make you money. i'm here to level the playing field for all investors. there's always a bull market somewhere. i promise to help you find it. "mad money" starts now. hey, i'm cramer! welcome to "mad money." welcome to cramerica. my job is not just to entertain, but to teach and to educate....
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Jan 31, 2013
01/13
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that's been a targeted strategy of ours to lever ourselves to the business economy. and we also reentered credit cards. that really drove long growth particularly in our commercial loans. and on the net interest margin side, you're right, we experienced expansion when many others are feeling the pressure of the slow interest rate environment. we pulled a lot of levers in our liability side, lowered our cost of interest bearing deposits and liabilities and also grew loans, which has been helpful. >> we've been very bullish on "mad money" on the midwestern region because of the resurgence of manufacturing. you think some of your strength also comes from the fact where you're located? >> i will tell you absolutely this regional economy in the midwest and extending up into the northeast where we have a significant part of our franchise is what i was called first in to the recession and first out. we've seen industrial and manufacturing come back strong and we're well-positioned to not only blend into that but really capitalize on a wide range of opportunities there. so t
that's been a targeted strategy of ours to lever ourselves to the business economy. and we also reentered credit cards. that really drove long growth particularly in our commercial loans. and on the net interest margin side, you're right, we experienced expansion when many others are feeling the pressure of the slow interest rate environment. we pulled a lot of levers in our liability side, lowered our cost of interest bearing deposits and liabilities and also grew loans, which has been...
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Jul 18, 2013
07/13
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, through payroll processors or staffing companies and in keeping with the two cities nature of our economy, tonight, we're checking in with a company with a fabulous read on the job market for the 1% crowd. we're talking about corn fairy international, helping many of the world's companies. and if korn/ferry business is good, the stock is 25% year to date, hit a new high today. when it comes to recruiting people for high level positions, it's the exact opposite for most of the country, even with the job market improving. let's check in with gary, the ceo of korn/ferry international. thank you so much for coming on. because your website features cnbc and a clip with my friend michelle caruso-cabrera, you said there's so much indecision, there's so much worry and fretting, business can't get it going. we had the election nine months ago and it's still not happening. >> it's like 1:30 in the afternoon after a hangover. you don't have the conspicuous consumer. everybody's de-levering, so ceos are slow to hire. they're trying to innovate, then hire. >> when i look at your stock price and i go t
, through payroll processors or staffing companies and in keeping with the two cities nature of our economy, tonight, we're checking in with a company with a fabulous read on the job market for the 1% crowd. we're talking about corn fairy international, helping many of the world's companies. and if korn/ferry business is good, the stock is 25% year to date, hit a new high today. when it comes to recruiting people for high level positions, it's the exact opposite for most of the country, even...
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Oct 10, 2013
10/13
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that's because washington tasered the whole economy. think thank you klaus klein field from alcoa who used that term. let's take the two biggest sectors in the market. first, tech. i struggle to find an area of tech i'm not worried about. hewlett-packard, sure. meg whitman said reassuring things that amounted to hey, we're not going away. but no one denied pc sales are not going away. they are. micron did a big purchase of a japanese company. last niall night we heard from citrix that business had slowed. >> ooh! >> that's reminiscent of when cloud play red hat disappointed. hey, hey, you, you, government, get off my cloud stocks. these companies have huge business. have you noticed that the government has been shut down for, i don't know, ten days? we were supposed to like telecommunications stocks, but we have research today that verizon is slowing sales. not good. that's an awful lot of large sectors of the economy that can't be counted on to deliver. we're going to hear a quarter where mortgage rates spiked big. do you think that's
that's because washington tasered the whole economy. think thank you klaus klein field from alcoa who used that term. let's take the two biggest sectors in the market. first, tech. i struggle to find an area of tech i'm not worried about. hewlett-packard, sure. meg whitman said reassuring things that amounted to hey, we're not going away. but no one denied pc sales are not going away. they are. micron did a big purchase of a japanese company. last niall night we heard from citrix that business...
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Apr 11, 2013
04/13
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their business is not dependent on the economy, and they've got bountiful dividends. what have i given you so far? two great ones, j. and j. and merck. tonight we're going to take a look at one more. not all big pharma companies are created equal. some companies pay dividends that are more bountiful than others. take for instance, glaxo smith kline, the huge british drug company that is diverse if i'd, a host of diseases, respiratory, diabetes, oncology, and the rolla g. cardiovascular, you name it. glaxo unlike j. and j. is not a breakup play, although the company does have a big consumer division that i think it could sell or spin off in order to unlock some value. they don't need polygons or tom's and everything that i use here. this is not a ketchup play like merck, which we talked about yesterday, as this thing hit a new 52-week high. merck is a catch up play. j. and j. is a breakup play. this stock is a dividend play. the american version of this stock sports a monster 5. 8% yield, much better than the other big pharma names at the moment. they tend to yield any
their business is not dependent on the economy, and they've got bountiful dividends. what have i given you so far? two great ones, j. and j. and merck. tonight we're going to take a look at one more. not all big pharma companies are created equal. some companies pay dividends that are more bountiful than others. take for instance, glaxo smith kline, the huge british drug company that is diverse if i'd, a host of diseases, respiratory, diabetes, oncology, and the rolla g. cardiovascular, you...
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Jul 2, 2013
07/13
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but they're starting to understand that the economy is what it is. and they're making bets and we're very happy that they're making bets with us. >> given the fact that your ratings are way up, would someone who came in 3m on the hood, would they have been able to benefit from the fact they got in before ratings were up and it happens to be that, wow, it was a bonanza? because does this cost as much as it used to? >> it does. but we're delivering more robust rights with each deal. and ratings are going to go up and down, based on match-ups and interest, story lines and so on. and they look at things over a long period of time. 3m has been with us over a decade. so they know that ratings are going to be ratings, but the value's always there, because they get to brand right into the playing field. that's the most unique thing in sports. >> one of the advertisers you picked up is sherwin williams. he was a housing resurgence in the company. did they come to you? >> i think a little bit of that and they're seeing our fans are their customers and that it
but they're starting to understand that the economy is what it is. and they're making bets and we're very happy that they're making bets with us. >> given the fact that your ratings are way up, would someone who came in 3m on the hood, would they have been able to benefit from the fact they got in before ratings were up and it happens to be that, wow, it was a bonanza? because does this cost as much as it used to? >> it does. but we're delivering more robust rights with each deal....
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Dec 14, 2013
12/13
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congratulate him for getting the economy as far as he has, certainly without much help from the president or congress. we had two deals this week that remind me of how good he has done. hilton and aramark, those are two companies that have taken down so much debt you could declare they would have laid off tens of thousands of people if not for bernanke's easy money policies. now, look, we may be in for a real rocker when the fed tapers, but ben has been known for saving millions of jobs that would have otherwise been lost if he hadn't decided to stay accommodative. yes, he was late and initially complicity. once he saw how wrong he was, he changed courses radically, and that was genius. the genius that helped us to get the market where it stands. i never mind a guy that admits he's wrong and changed his mind and gets it right. that's called good investing too, by the way. now tuesday, jabill. oh, jabill. this contract manufacturing used to be an amazing stock, but not any longer. now i use it as a barometer of the customer's demand, including apple, which i can't correctly talk about beca
congratulate him for getting the economy as far as he has, certainly without much help from the president or congress. we had two deals this week that remind me of how good he has done. hilton and aramark, those are two companies that have taken down so much debt you could declare they would have laid off tens of thousands of people if not for bernanke's easy money policies. now, look, we may be in for a real rocker when the fed tapers, but ben has been known for saving millions of jobs that...
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Oct 21, 2013
10/13
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from td ameritrade. ♪ [ male announcer ] more room in economy plus. more comfort, more of what you need. ♪ that's... built around you friendly. ♪ check for more! well, i guess i can double check... my watch! [ male announcer ] it pays to double check, with state farm. customer erin swenson ordebut they didn't fit.line customer's not happy, i'm not happy. sales go down, i'm not happy. merch comes back, i'm not happy. use ups. they make returns easy. unhappy customer becomes happy customer. then, repeat customer. easy returns, i'm happy. repeat customers, i'm happy. sales go up, i'm happy. i ordered another pair. i'm happy. (both) i'm happy. i'm happy. happy. happy. happy. happy. happy happy. i love logistics. >>> you want to know the dirty little secret right at the soul of american capitalism? i'll tell you, there's nothing worse for business than competition. it is downright poisonous to profits. executives love to preach about the virtues of the free market. but there's something they like even better and that's an unfree market where only a han
from td ameritrade. ♪ [ male announcer ] more room in economy plus. more comfort, more of what you need. ♪ that's... built around you friendly. ♪ check for more! well, i guess i can double check... my watch! [ male announcer ] it pays to double check, with state farm. customer erin swenson ordebut they didn't fit.line customer's not happy, i'm not happy. sales go down, i'm not happy. merch comes back, i'm not happy. use ups. they make returns easy. unhappy customer becomes happy customer....
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Oct 8, 2013
10/13
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and oil is a global economy. even if our economy gets hard by the mess of our elected leaders, what they've created, the rest of the world still desperately needs crude, especially both the china and european rebound has made it so it's really in demand. hence why i've been highlighting america's shales, the bakken, the eagleford, or the delaware basin. and as i told you a week and a half ago, if you're looking for the best way to play the delaware, i think it's cimarex. another world oil and gas exploration company. four years ago, natural gas accounted for 70% of the company's production. now it's only half. and that makes up just 26% of the revenues. what i really like here is cimarex's acreage. the company has 141,000 acres in the mid-continent region, oklahoma, southwest, kansas, and the texas panhandle. the future rests in the permian. for 2014, the company is devoting more than 62% of its budget to the permian. that's why they reported a blowout quarter to months, ago, it reported a 29% increase in product
and oil is a global economy. even if our economy gets hard by the mess of our elected leaders, what they've created, the rest of the world still desperately needs crude, especially both the china and european rebound has made it so it's really in demand. hence why i've been highlighting america's shales, the bakken, the eagleford, or the delaware basin. and as i told you a week and a half ago, if you're looking for the best way to play the delaware, i think it's cimarex. another world oil and...
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Apr 10, 2013
04/13
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their business is not dependent on the economy, and they've got bountiful dividends. now, what about giving yourself more? well, two real great ones. j&j and merck. tonight, we'll look at what more you call that all the time. look, not all big companies are created equal. for example, some drug companies pay dividends more bountiful than others. take, for instance, glaxo smithkline. gsk. the british company that's diversified, has a host of repertoire, cardiovascular, vaccines, diabetes, you name it. now, j&j is not a breakup play. not. although it has a big consumer division it could sell and unlock, and maybe unlock some value. they don't need polydent or tums, everything that i use here. anyway, this is not a catch-up play, like merck, which we talked about yesterday. this stock just hit a new 52-week high. so merck is the catch-up play. j&j is the breakup play. this stock is a dividend play. the american version of this british stock, called the adr, sports a monster 5.8% yield, much bigger than the other names. and they tend to yield anywhere between 3% and 4%. n
their business is not dependent on the economy, and they've got bountiful dividends. now, what about giving yourself more? well, two real great ones. j&j and merck. tonight, we'll look at what more you call that all the time. look, not all big companies are created equal. for example, some drug companies pay dividends more bountiful than others. take, for instance, glaxo smithkline. gsk. the british company that's diversified, has a host of repertoire, cardiovascular, vaccines, diabetes,...
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Jan 19, 2013
01/13
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and they're going to be reflective of a loan environment that's commensurate with a 2% to 3% growth economy. given that we think we'll get our fair share, we'll put some very profitable relationships long-term high-quality relationships on the balance sheet, and at the end of the -- this cycle, we're going to feel very, very good about how our customer business is structured and what that means for long returns. >> bryan, i've got to tell you, this group is going to get hot. i know it has to. and bryan's the chairman, president, and ceo of first horizon national. thank you so much, sir, for coming on the show. >> thank you, jim. thanks for having me. >> we still don't have the confidence. and that's really hurting a lot of the lending in this country. well, look, we get it, these stocks are going to rocket. let's put it that way. fhn, good stock, stay with cramer. >>> coming up -- sweet speck? cramer's got a sweet tooth tonight, and he's hungry for a scrumptious speck. chocolate sprinkles or covered in cream, could this confectionery delight stock make you salivate? stick around to find out
and they're going to be reflective of a loan environment that's commensurate with a 2% to 3% growth economy. given that we think we'll get our fair share, we'll put some very profitable relationships long-term high-quality relationships on the balance sheet, and at the end of the -- this cycle, we're going to feel very, very good about how our customer business is structured and what that means for long returns. >> bryan, i've got to tell you, this group is going to get hot. i know it has...